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Pedro

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Posts posted by Pedro

  1. Is anyone else having this problem.

    When I create an e-file and the program (in the small box) states "export return" and "creating export file for e-filing..." my program hangs up here and wont move, the box wont go away unless I exit the program and re-start.

    ???? program updated and has occurred all season but not on every return.

    Thanks and have a great Friday (which is just another day for most of us who work 7 days a week)

    Hi

    I have same results here, don't need to exit the program, just click save return and re-create e-file, it works for me.

    Have a nice day.

    Pedro

  2. I have the same problem or situation here in The Rio Grande Valley of Texas something wrong with communication between servers :blush: since last Friday even thou synchronize my Acks, doesn't solve the situation :blink:

  3. I am confused. I was expecting the $250 social security payment to be shown on the SSA-1999 but apparently it's not. How can we find out if they received it and if they did, are we to show it on the sch M? I think maybe it is not included in the figure in box 5 and does not need to be reported anywhere. I know we can ASSUME that the $250 was received if they were receiving SS in Nov or Dec of 08, but is there a website that we can check to confirm this. I can't expect my clients to remember if they received it because I don't even remember myself if I received it although I am sure I did. Thanks for your help.

    If you efile your clients' return with $800 on line 63 Making Work Pay, and if He already received it during 2009, your efile will be rejected, you will need to enter $250 on Sch M. Recreate your efile and send it again! Of course your clients' refund will be less. :blush:

    But if your client didn't receive it, the IRS will process your efile. :rolleyes:

  4. When I check some of my clients’ refund status (Where is my refund?) and those returns were already accepted (Acks) I got the next message from the IRS:

    Refund Status

    You may not have entered your information correctly. Please verify your personal tax data and try again.

    Please confirm your Social Security Number, Filing Status and Refund Amount shown below.

    I never had this situation before, hope clients receive their refund :scratch_head: .

    Pedro

  5. I think if people are collecting Social Security Benefits, they might have gotten $250 already. If I were you, I would try one more time by substracting $250 per head that collect social security benefits. I do understand how hard it is to get this info from your clients.

    Thanks for your time and your help Pacun, hope you have a great tax season :rolleyes:

    Pedro

  6. This morning one of my Acks was rejected due that the amount claimed on was wrong compared with their records on SCH M.

    Form:SCH M1040 Occurrence: 1 Seq:170

    Schedule M Economic Recovery Payments Received does not match IRS records. An economic recovery payment may been received if social security benefits, supplemental security income, railroad retirement benefits, or veterans disability compensation or pension benefits were received.

    My question is:

    Is there a way to know how much a taxpayer received of Economic Recovery Payments during the tax year and fill the correct amount on SCH M?

    Thank you

  7. Hi

    I found today on compusa store 3 different scanners 2 of them were Fujitsu S1500 & S510 and the other was a Neatdesk scanner,

    as I am considering going paperless this tax season could you please give me a good advise based on your own experience which of them is better.

    Here is a link for Neatdesk scanner:

    http://www.neatco.com/products/neatdesk

    Thank you

    Pedro

  8. How do you get the real estate taxes on to flow to the amount of the standard deduction? I entered RE taxes on schedule A and checked box 39 C but nothing happens.

    TIA

    1. Select Line 39c

    2. Select Line 40 click on the bunny

    3. Select 1040 Individual Income Tax Return Ln40 – Stand vs Item

    4. Select on Line 7 “Yes”

    5. Enter on Line 7a total real estate taxes (full amount)

    6. Select “Back” from the top menu (Back Arrow)

    7. Check amount on Line 40. :rolleyes:

  9. Anyone having trouble printing checks? I have several to print, but the software says an error occured try later. This is not good!

    Hi Eli

    may be the server is too busy, I haven't had that problem before.

    I am using Chase Bank, what bank are you using?

    Have a nice tax season!!! :D

    Pedro

  10. Anyone going to answer the OP's original question? My guess is that the IRS will calculate the credit automatically. That is why we are seeing refund delays, as they are doing it manually if the RRC is not listed correctly on the return.

    So your client should see the extra $$$.

    You're right the IRS is calculating the credit and we are seeing refund delays, as you said clients will see extra $$$.

    We can use the option "Check IRS Refund Status" under Support and Web Sites. :rolleyes:

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